Nylim Mackay Muni IntermediaMMITETF
13F holders, Q3 2024 (September 30)99holders +5
13new positions
8sold out
$24.58avg. 13F price*
At the end of Q3 2024, 99 institutions reported holding Nylim Mackay Muni Intermedia (MMIT) in their 13F filings, up 5 from Q2 2024. 13 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($99.9M), Morgan Stanley ($65.5M) and Raymond James Financial Services Advisors, Inc. ($39.8M).
- Company
- Nylim Mackay Muni Intermedia
- Filed as
- NEW YORK LIFE INVTS ACTIVE E (Q3 2024)
- CUSIP
- 45409F827
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $6.9M |
| Exits | 8 | $1.7M |
All 13F filers, Q2 2024 → Q3 2024: 1,801,343 shares bought and 713,966 shares sold, net +1,087,377 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 99 holders
| Bank of America Corp. | 0.01% | Add +11.7% | 4,061,704 | $99.9M |
| Morgan Stanley | 0.00% | Add +4.7% | 2,662,488 | $65.5M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +6.9% | 1,619,329 | $39.8M |
| UBS Group AG | 0.01% | Reduce -7.6% | 1,522,797 | $37.5M |
| Schneider Downs Wealth Management Advisors, LP | 7.25% | Add +12.8% | 1,440,403 | $35.4M |
| IAG Wealth Partners, LLC | 4.82% | Add +3.4% | 1,059,885 | $26.1M |
| LPL Financial LLC | 0.01% | Add +0.5% | 1,035,678 | $25.5M |
| Pallas Capital Advisors LLC | 1.04% | Add +5.5% | 1,000,528 | $24.2M |
| Avantax Planning Partners, Inc. | 0.66% | Reduce -29.5% | 744,951 | $18.3M |
| Cetera Investment Advisers | 0.04% | Add +14.1% | 726,753 | $17.9M |
| TruWealth Advisors, LLC | 0.97% | Add +7.4% | 642,551 | $15.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +64.2% | 521,951 | $12.8M |
| Great Valley Advisor Group, Inc. | 0.25% | Add +4.0% | 410,816 | $10.1M |
| Stifel Financial Corp. | 0.01% | Reduce -0.1% | 399,931 | $9.8M |
| Cornerstone Advisors Asset Management, LLC | 2.15% | Add +4.3% | 394,644 | $9.7M |
| Bank of New York Mellon Corp | 0.00% | Add +0.4% | 300,192 | $7.4M |
| Truist Financial Corp. | 0.01% | Add +0.5% | 285,314 | $7.0M |
| Financial Counselors Inc. | 0.10% | Add +9.4% | 272,889 | $6.7M |
| Dynamic Advisor Solutions LLC | 0.19% | Add +2.5% | 257,486 | $6.3M |
| Prestige Wealth Management Group LLC | 1.20% | Reduce -0.7% | 234,432 | $5.8M |
| MassMutual Private Wealth & Trust, FSB | 0.15% | Add +12.6% | 214,342 | $5.3M |
| Vicus Capital | 0.45% | Add +4.3% | 206,333 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.1% | 199,128 | $4.9M |
| Bernardo Wealth Planning LLC | 1.16% | Reduce -3.6% | 195,349 | $4.8M |
| Main Street Financial Solutions, LLC | 0.39% | Add +13.6% | 173,552 | $4.3M |
| Sanctuary Advisors, LLC | 0.03% | Add +29.6% | 162,144 | $3.9M |
| Cypress Point Wealth Management, LLC | 1.24% | Add +5.9% | 128,538 | $3.2M |
| Raymond James & Associates | 0.00% | Reduce -6.8% | 115,814 | $2.8M |
| MML Investors Services, LLC | 0.01% | Add +2.3% | 108,064 | $2.7M |
| Captrust Financial Advisors | 0.01% | Reduce -2.5% | 93,102 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Add +28.4% | 90,846 | $2.2M |
| Journey Strategic Wealth LLC | 0.07% | Add +3.8% | 83,203 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -2.4% | 79,222 | $1.9M |
| Legacy Financial Strategies, LLC | 0.42% | Reduce -22.1% | 77,658 | $1.9M |
| Narus Financial Partners, LLC | 0.68% | No change | 76,710 | $1.9M |
| Kuhn & Co Investment Counsel | 1.46% | Add +4.5% | 69,334 | $1.7M |
| Landmark Wealth Management, LLC | 0.71% | Reduce -2.7% | 66,251 | $1.6M |
| Snowden Capital Advisors LLC | 0.05% | Add +2.6% | 63,863 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +11.1% | 63,013 | $1.6M |
| Janney Capital Management LLC | 0.10% | Add +0.2% | 61,294 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | New | 57,499 | $1.4M |
| Evergreen Private Wealth LLC | 0.63% | Add +4.0% | 55,440 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -66.7% | 48,531 | $1.2M |
| AdvisorNet Financial, Inc | 0.08% | Add +5.6% | 46,046 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +36.9% | 45,383 | $1.1M |
| Old Mission Capital LLC | 0.02% | New | 44,903 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -26.4% | 43,963 | $1.1M |
| PFG Advisors | 0.07% | Add +10.8% | 43,501 | $1.1M |
| BCS Wealth Management | 0.44% | Add +11.0% | 41,721 | $1.0M |
| Smallwood Wealth Investment Management, LLC | 0.72% | New | 40,956 | $1.0M |
| Amplius Wealth Advisors, LLC | 0.11% | Reduce -5.1% | 40,914 | $1.0M |
| Mariner, LLC | 0.00% | Add +26.7% | 39,037 | $960K |
| Fortis Group Advisors, LLC | 0.17% | Add +35.4% | 37,838 | $931K |
| HUB Investment Partners, LLC | 0.04% | Add +13.6% | 37,652 | $926K |
| Frontier Asset Management, LLC | 0.29% | New | 35,614 | $876K |
| Ascentis Independent Advisors | 0.13% | Add +95.4% | 34,856 | $857K |
| Swmg, LLC | 0.35% | Reduce -6.6% | 34,770 | $842K |
| Burt Wealth Advisors | 0.20% | No change | 32,780 | $806K |
| Opes Wealth Management LLC | 0.15% | Add +7.4% | 32,545 | $801K |
| Evolution Wealth Advisors, LLC | 0.14% | No change | 32,313 | $795K |
| Saxon Interests, Inc. | 0.36% | Reduce -0.3% | 31,726 | $780K |
| Park Avenue Securities LLC | 0.01% | Reduce -13.4% | 30,942 | $761K |
| Titleist Asset Management, LLC | 0.11% | Reduce -7.0% | 30,734 | $756K |
| Comerica Bank | 0.00% | Reduce -12.0% | 29,075 | $715K |
| Western Wealth Management, LLC | 0.04% | Add +0.2% | 27,162 | $668K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -15.3% | 26,306 | $647K |
| Jane Street Group, LLC | 0.00% | New | 22,228 | $547K |
| Synovus Financial Corp. | 0.01% | New | 19,858 | $488K |
| Prudential Financial Inc. | 0.00% | Add +69.6% | 19,598 | $482K |
| Rockefeller Capital Management L.P. | 0.00% | New | 19,501 | $480K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.4% | 18,693 | $460K |
| Thrivent Financial for Lutherans | 0.00% | Add +1.0% | 18,671 | $459K |
| Level Four Advisory Services, LLC | 0.02% | Add +26.9% | 17,849 | $432K |
| MBE Wealth Management, LLC | 0.22% | No change | 16,057 | $395K |
| Kestra Advisory Services, LLC | 0.00% | Add +6.4% | 15,925 | $392K |
| Pineridge Advisors LLC | 0.14% | Reduce -11.1% | 15,379 | $378K |
| Atria Investments, Inc | 0.00% | Reduce -1.7% | 15,082 | $371K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 14,083 | $346K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -14.0% | 13,364 | $329K |
| Visionary Wealth Advisors | 0.02% | Reduce -0.7% | 12,348 | $304K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -21.7% | 11,905 | $293K |
| Lokken Investment Group LLC | 0.11% | No change | 11,082 | $273K |
| Vertex Planning Partners, LLC | 0.06% | No change | 10,457 | $257K |
| HighTower Advisors, LLC | 0.00% | Reduce -20.3% | 10,241 | $252K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -11.0% | 9,030 | $222K |
| NewEdge Advisors, LLC | 0.00% | New | 8,911 | $219K |
| Sunpointe, LLC | 0.17% | New | 8,436 | $208K |
| Tsfg, LLC | 0.04% | Reduce -40.5% | 7,472 | $184K |
| Wiser Advisor Group LLC | 0.19% | Add +0.9% | 5,207 | $128K |
| Principal Securities, Inc. | 0.00% | New | 5,148 | $127K |
| Farther Finance Advisors, LLC | 0.00% | Add +36.9% | 3,420 | $84K |
| Northwest Financial Advisors | 0.05% | New | 2,571 | $63K |
| Wells Fargo & Company | 0.00% | Reduce -29.3% | 2,085 | $51K |
| Assetmark, Inc. | 0.00% | Add +3.9% | 1,993 | $49K |
| Harbour Investments, Inc. | 0.00% | No change | 988 | $24K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 750 | $18K |
| Kennebec Savings Bank | 0.01% | — | 587 | $14K |
| Global Retirement Partners, LLC | 0.00% | New | 454 | $11K |
| Tucker Asset Management LLC | 0.00% | No change | 179 | $4K |
"% of holder's portfolio" is MMIT's weight in each manager's 13F, not the share of Nylim Mackay Muni Intermedia the manager owns.